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Client Reporting & Account Review: Driving Inbound Marketing Results Framework

Conduct a comprehensive review of your clients' short and long-term goals to ensure alignment with current priorities. Evaluate traffic generation and lead conversion metrics to optimize online visibility and visitor conversion rates. Uncover strategies for customer generation and retention. Generate actionable steps to enhance results.

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Client Reporting & Account Review: Driving Inbound Marketing Results Framework

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  1. Reporting Inbound Marketing Results & Account Review Frameworkxx/xx/xxxx

  2. Goals • List your clients short term and long term goals • Ask the question, “Are these still your priorities, have these changed at all?”

  3. Plans • List the plans and strategies you mapped out to help the client achieve their goals • Is necessary list out who was responsible for each action item

  4. TRAFFIC GENERATION METRICS. ARE YOU GETTING THEM FOUND ONLINE?

  5. E Organic Traffic

  6. s Keyword Summary

  7. F Page Performance

  8. f Blog Analytics

  9. B Monthly Reach

  10. B Sources: Social Media

  11. LEAD GENERATION METRICS. ARE YOU CONVERTING THEIR VISITORS INTO LEADS?

  12. N Landing Page Results

  13. M Email Results

  14. M Sources: Email

  15. U Sources: Overall Lead Acquisition

  16. U Sources: Overall Lead Acquisition

  17. CUSTOMER GENERATION METRICS. ARE YOU GETTING THEM CUSTOMERS?

  18. ; Lead Nurturing Results

  19. r Overall Customer Acquisition

  20. List of Action Items and Next Steps

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